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Partner – MAW LLC

Wealth Advisor - RJFS

Call: 973.895.1133

LOU.HERY@MONEYATWORKLLC.COM

 

Lou is a Partner at MAW LLC and is responsible for Investment Management and Business Development.  He advises individuals, families and institutions with their financial planning and investment management.

Lou is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst® designee.  He holds a BS in Accounting and Finance from Merrimack College and an MS in Financial Planning from Bentley University.

Lou has spent his 20 year career working for several investment management firms (including Federated Investors and John Hancock Investments).  In these roles Lou was directly responsible for the distribution of mutual funds, separately managed accounts, 401k retirement plans, and 529 college savings plans.  He successfully consulted with Financial Advisors, Wealth Managers, and Bank Trust departments concerning their overall asset allocation and investment management strategies.

Lou, his wife Julie and their two sons live in Morristown, NJ and are very active in the Morristown community.  Julie volunteers her time in the Morristown school system and Lou is a coach of baseball, hockey and golf.  He serves on the Board of Governors for the Mount Tabor Country Club as Chairman of the Golf Committee and also runs their Junior Program. 

In his spare time, Lou enjoys playing golf, hockey, reading, gardening and anything related to wine.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.”

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.